South Korea just dropped $517.87 billion to expand Samsung and SK Hynix chip fabs for their national AI buildout.
Both stocks tanked the same morning.
Reason? Oversupply fears.
Half a trillion dollars flooding into a market already freaking out about too much supply.
That's literally the entire AI trade right now in one headline.
Massive capital chasing infrastructure, while everyone's simultaneously terrified there's already too much capacity being built. The contradiction is wild.
Both stocks tanked the same morning.
Reason? Oversupply fears.
Half a trillion dollars flooding into a market already freaking out about too much supply.
That's literally the entire AI trade right now in one headline.
Massive capital chasing infrastructure, while everyone's simultaneously terrified there's already too much capacity being built. The contradiction is wild.